Mgo Private Wealth, LLC Sells in Q2 2024

Mgo Private Wealth, LLC

  • $158 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-54.5K
- 70.15%
$61.69 - $64.0 $3.36M - $3.49M
23.2K $1.46M
PAVE
Global X Fds Us Infrastructure

ETFs
-8.81K
- 9.17%
$36.91 - $39.72 $325K - $350K
87.3K $3.23M
VO
Vanguard Mid Cap ETF

ETFs
-1.96K
- 14.48%
$234.99 - $248.98 $461K - $488K
11.6K $2.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-6.46K
- 6.2%
$64.45 - $70.67 $416K - $457K
97.8K $6.53M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-3.01K
- 3.71%
$71.43 - $75.61 $215K - $228K
78.2K $5.8M
VTV
Vanguard Value ETF

ETFs
-969
- 2.75%
$154.57 - $163.65 $150K - $159K
34.3K $5.5M
VB
Vanguard Small Cap ETF

ETFs
-722
- 13.95%
$210.76 - $226.94 $152K - $164K
4.45K $971K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.45K
- 4.63%
$455.1 - $504.28 $1.11M - $1.23M
50.4K $25.2M
DIS
Walt Disney CO

Communication Services
-30
- 0.41%
$99.29 - $122.82 $2.98K - $3.68K
7.34K $728K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-415
- 0.38%
$95.11 - $97.92 $39.5K - $40.6K
108K $10.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-203
- 2.7%
$177.65 - $191.11 $36.1K - $38.8K
7.3K $1.33M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.03K
- 3.73%
$32.02 - $32.68 $65.1K - $66.4K
52.4K $1.71M
EWC
Ishares Msci Canada ETF

ETFs
-549
- 1.39%
$36.48 - $38.62 $20K - $21.2K
38.9K $1.44M
VBK
Vanguard Small Cap Growth ETF

ETFs
-14
- 0.27%
$237.63 - $258.31 $3.33K - $3.62K
5.1K $1.28M
DKNG
Draft Kings Inc.

Consumer Cyclical
-180
- 2.95%
$35.13 - $47.2 $6.32K - $8.5K
5.93K $226K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.55K
- 5.45%
$40.83 - $44.89 $267K - $294K
114K $4.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-30
- 1.29%
$396.73 - $420.24 $11.9K - $12.6K
2.3K $934K
ICLN
Ishares

ETFs
-2.41K
- 17.99%
$13.02 - $15.08 $31.3K - $36.3K
11K $146K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-335
- 11.86%
$82.22 - $94.12 $27.5K - $31.5K
2.49K $230K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-70
- 0.2%
$55.42 - $60.55 $3.88K - $4.24K
34.1K $1.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-155
- 4.03%
$102.13 - $110.88 $15.8K - $17.2K
3.69K $393K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-367
- 3.87%
$75.81 - $76.76 $27.8K - $28.2K
9.11K $698K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-140
- 3.39%
$114.71 - $121.51 $16.1K - $17K
4K $473K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-500
- 8.53%
$37.62 - $40.69 $18.8K - $20.3K
5.37K $209K
GOOG
Alphabet Inc.

Communication Services
-680
- 20.6%
$151.94 - $186.86 $103K - $127K
2.62K $480K
VNQ
Vanguard Specialized Funds Van

ETFs
-88
- 1.89%
$78.61 - $85.97 $6.92K - $7.57K
4.57K $382K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-40
- 0.61%
$56.43 - $60.79 $2.26K - $2.43K
6.51K $381K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-105
- 10.0%
$414.65 - $485.21 $43.5K - $50.9K
945 $452K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-202
- 1.0%
$67.07 - $71.45 $13.5K - $14.4K
20.1K $1.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
-533
- 4.07%
$495.16 - $548.49 $264K - $292K
12.6K $6.83M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-253
- 1.45%
$22.82 - $23.32 $5.77K - $5.9K
17.2K $399K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-55
- 0.68%
$76.35 - $77.35 $4.2K - $4.25K
8.06K $622K
TIP
Ishares Tr Tips Bd ETF

ETFs
-14
- 0.49%
$105.01 - $107.23 $1.47K - $1.5K
2.83K $302K
JPM
Jpmorgan Chase & CO

Financial Services
-18
- 0.85%
$180.08 - $204.79 $3.24K - $3.69K
2.1K $425K
PG
Procter & Gamble CO

Consumer Defensive
-31
- 1.43%
$155.33 - $168.56 $4.82K - $5.23K
2.13K $351K
IEMG
Ishares Inc

ETFs
-1.1K
- 3.29%
$50.02 - $54.95 $54.8K - $60.2K
32.2K $1.72M
VUG
Vanguard Growth ETF

ETFs
-610
- 3.15%
$322.46 - $377.11 $197K - $230K
18.8K $7.02M
AAPL
Apple Inc.

Technology
-546
- 2.04%
$165.0 - $216.67 $90.1K - $118K
26.2K $5.52M
Activity Summary
Buys All Purchases 22 New Holdings 5 Increased Positions 17 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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